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Portfolio (Quarterly) Guide ↗

Discipline Wealth Solutions, LLC

· CIK 0002010507
13F Portfolio $1.1B AUM 197 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 95 Added 50 Reduced 15 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGIT VANGUARD SCOTTSDALE FDS 26,058.0 $1.5M 0.13% -219.0 -0.8% $58.98 -1.0%
22 RZV INVESCO EXCHANGE TRADED FD T 6,976.0 $1.0M 0.09% -173.0 -2.4% $149.06 -0.2%
23 IWC ISHARES TR 5,197.0 $1.0M 0.09% -86.0 -1.6% $200.06 -1.9%
24 EFA ISHARES TR 8,956.0 $930K 0.08% -242.0 -2.6% $103.88 +3.3%
25 BSVO EA SERIES TRUST 30,529.0 $891K 0.08% -1K -3.3% $29.19 +0.6%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,129.0 $843K 0.07% -786.0 -41.0% $746.89 +2.1%
27 DLS WISDOMTREE TR 9,664.0 $810K 0.07% -153.0 -1.6% $83.79 +5.3%
28 IDEV ISHARES TR 8,844.0 $787K 0.07% -123.0 -1.4% $89.01 +4.0%
29 ELCV STRATEGY SHS 22,952.0 $754K 0.07% -5K -17.1% $32.87 -3.1%
30 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,464.0 $699K 0.06% -100.0 -6.4% $477.68 -12.9%
31 LOW LOWES COS INC Consumer Cyclical 2,854.0 $629K 0.06% -21.0 -0.7% $220.49 -1.4%
32 VBK VANGUARD INDEX FDS 1,702.0 $622K 0.05% -74.0 -4.2% $365.73 -2.6%
33 EEM ISHARES TR 7,995.0 $547K 0.05% -217.0 -2.6% $68.41 -2.6%
34 TLTE FLEXSHARES TR 7,001.0 $542K 0.05% -1K -13.3% $77.39 -1.5%
35 SCZ ISHARES TR 5,380.0 $443K 0.04% -101.0 -1.8% $82.26 +4.5%
36 QTUM ETF SER SOLUTIONS 2,617.0 $433K 0.04% -256.0 -8.9% $165.39 -9.8%
37 CB CHUBB LIMITED Financial Services 1,213.0 $413K 0.04% -21.0 -1.7% $340.74 +0.6%
38 MUB ISHARES TR 3,766.0 $405K 0.04% -3K -40.7% $107.62 -2.0%
39 DFAT DIMENSIONAL ETF TRUST 5,464.0 $382K 0.03% -115.0 -2.1% $69.91 +1.8%
40 HD HOME DEPOT INC Consumer Cyclical 1,022.0 $360K 0.03% -36.0 -3.4% $352.53 -5.1%
Page 2 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.2%
Technology 27.1%
Consumer Cyclical 7.7%
Communication Services 5.9%
Healthcare 5.8%
Industrials 5.0%
Real Estate 2.8%
Energy 2.6%
Utilities 1.6%
Consumer Defensive 0.8%